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Incoming Email
Sagicc can connect to your company's email account to capture all messages that your clients customers send to that email account. To set up a channel of this type, you must have access credentials (email and password) to the email account you want to connect to Sagicc. In addition, it is necessary for your email provider to enable IMAP services and provide you with the IMAP configuration of your account. With this information, Sagicc can capture all messages that arrive in the inbox of your email.
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Email Provider: You can choose between Gmail/Google, Outlook/Office 365/Microsoft, or other providers. Depending on the selected provider, the required information may vary.
Incoming Server (IMAP): It usually has the form imap.myprovider.com or similar.
Port: 993 is the most common value, but it may vary depending on the provider.
Encryption Type: You can choose between SSL, TSL or None.
Validate Certificates: Activate or deactivate this option depending on the provider.
Username: It is the email address that is being associated, for example, customer service@mycompany.com.
Application Password (exclusive to Gmail/Google): It is a password generated in the administration panel of the Gmail/Google account, and will allow the secure connection between Sagicc and the email provider. Find more information on how to generate an application password at the following link: https://support.google.com/accounts/answer/185833
Log in with Outlook/Office 365/Microsoft (exclusive to Outlook/Office 365/Microsoft): It will allow logging into the email account securely, request the necessary permissions to send and receive messages from Sagicc, and generate the connection between Sagicc and the provider.
Password (exclusive to other providers): It is the password of the email account being associated.
Folder: It is the folder of the email account from which messages will be read. By default, it is the INBOX folder.
Character Encoding: By default, it is UTF-8.
Force new case ticket for each incoming email: Specify if you want Sagicc to generate a new case ticket for each incoming email or if you want emails to be grouped in a single customer caseticket.
Force grouping of emails by subject: Specify if you want emails with a common subject to be grouped in the same case ticket or if you want Sagicc to generate a case ticket for each email.
For example, if your email provider is Gmail, the IMAP configuration may look like the following:
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Once the channel is configured, Sagicc will begin capturing the information received by the configured email account.
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Outgoing Email
Sagicc can send messages to your clients customers from a specific email account. To set up this type of channel, you must have the credentials (email address and password) of the email account you want to connect with Sagicc. In addition, it is necessary for your email provider to enable SMTP services and provide you with the SMTP configuration of your account. With this information, Sagicc can send emails using your email account.
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